MIAN
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Mariner Independent Advisor Network’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Mariner Independent Advisor Network’s Portfolio SDOG Stock Details SDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-159,740
Closed -$6.57M – 377
2018
Q4 		$6.57M Sell
159,740
-14,240
-8% -$616K 0.59% 41
2018
Q3 		$7.98M Buy
+173,980
New +$7.96M 1% 21
2018
Q2 		– Sell
-438,571
Closed -$19.1M – 285
2018
Q1 		$19.1M Buy
438,571
+277,202
+172% +$12.8M 1.18% 22
2017
Q4 		$7.39M Buy
+161,369
New +$7.24M 0.77% 28
2017
Q2 		– Sell
-44,619
Closed -$1.92M – 309
2017
Q1 		$1.92M Buy
+44,619
New +$1.92M 0.23% 65
2015
Q1 		– Sell
-6,188
Closed -$235K – 151
2014
Q4 		$235K Buy
6,188
+541
+10% +$20.5K 0.11% 146
2014
Q3 		$210K Buy
5,647
+857
+18% +$32.2K 0.11% 125
2014
Q2 		$179K Buy
+4,790
New +$173K 0.09% 136

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return